JCIA
HR

Jackson Creek Investment Advisors’s Healthcare Realty Trust Incorporated HR Stock Holding History

Jackson Creek Investment Advisors’s Portfolio HR Stock Details HR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-22,978
Closed -$680K – 397
2020
Q4 		$680K Sell
22,978
-41
-0.2% -$1.23K 0.27% 205
2020
Q3 		$693K Buy
+23,019
New +$662K 0.31% 176

Other funds holding HR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return

Jackson Creek Investment Advisors's HR Position: Q1 2021 in Review

Jackson Creek Investment Advisors sold out of Healthcare Realty Trust Incorporated (HR) in Q1 2021, closing a stake of 22,978 shares — an estimated $680K sold.

Jackson Creek Investment Advisors first reported a position in HR in Q3 2020 and held it in 2 quarters. The position peaked at $693K in Q3 2020. 292 funds tracked by Wall St. Rank hold HR as of Q1 2021.

  • Jackson Creek Investment Advisors reported no remaining Healthcare Realty Trust Incorporated position as of Q1 2021 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 22,978 Healthcare Realty Trust Incorporated shares in Q1 2021, an estimated $680K.
  • Jackson Creek Investment Advisors first reported a position in Healthcare Realty Trust Incorporated in Q3 2020 and held it in 2 quarters.
  • Jackson Creek Investment Advisors's Healthcare Realty Trust Incorporated position peaked at $693K in Q3 2020.
  • 292 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q1 2021.

Based on Jackson Creek Investment Advisors's 13F filing for Q1 2021, filed 27 May 2021.